LONDON and NEW YORK — October 7, 2025 — Leads & Copy — Navatar has launched its next-generation, fully AI-powered CRM for private credit firms. The cloud platform aims to equip credit investors with automation, intelligence, and usability to scale underwriting, monitoring, and investor engagement in what Wellington Management’s 2025 Private Credit Outlook projects will be a $30 trillion market.
The platform captures information from Outlook, LinkedIn, Slack, call notes, documents and third-party data, automatically multi-tagging people, companies, deals, and sectors. This transforms the information into structured intelligence for AI operation.
Navatar embeds AI into the private credit workflow across deal sourcing, market scanning, underwriting, and credit analysis. The AI surfaces borrower opportunities, analyzes sponsor pipelines, monitors venture-backed companies, extracts terms and risk factors from documents, assesses default risk and pricing, ranks opportunities by approval probability, automates task management, and automates updates to LPs and bank partners.
The platform delivers built-in automation, automated multi-tagging, embedded AI, fast time-to-value, and a user experience designed to keep deal teams engaged.
For more information on Navatar for Private Credit, visit https://www.navatargroup.com/salesforce-for-private-credit-crm-software/
Navatar CRM manages relationships, originates deals, and serves investors for private equity, venture capital, investment banks, funds of funds, private credit, and secondaries specialists.
Contact: Sales Team, sales@navatargroup.com
Source: Navatar
